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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,944 | $102,422-22.9% | $147,117-46.3% | $80,959-2.5% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | -15.72% | 135.16%-150.9pp | 420.54%-436.3pp | 35.67%-51.4pp |
| Employer contribution / active EE | $4,219 | $3,717+13.5% | $4,932-14.5% | $2,757+53.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,174 | $7,953-72.7% | $12,993-83.3% | $6,925-68.6% |